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Aquila Investment Management’s Unum UNM Stock Holding History

Aquila Investment Management’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-21,000
Closed -$1.03M – 92
2023
Q3 		$1.03M Hold
21,000
– – 0.95% 50
2023
Q2 		$1M Hold
21,000
– – 0.82% 58
2023
Q1 		$831K Buy
+21,000
New +$867K 0.69% 62

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Aquila Investment Management's UNM Position: Q4 2023 in Review

Aquila Investment Management sold out of Unum (UNM) in Q4 2023, closing a stake of 21,000 shares — an estimated $1.03M sold.

Aquila Investment Management first reported a position in UNM in Q1 2023 and held it in 3 quarters. The position peaked at $1.03M in Q3 2023. 571 funds tracked by Wall St. Rank hold UNM as of Q4 2023.

  • Aquila Investment Management reported no remaining Unum position as of Q4 2023 after selling out during the quarter.
  • Aquila Investment Management sold 21,000 Unum shares in Q4 2023, an estimated $1.03M.
  • Aquila Investment Management first reported a position in Unum in Q1 2023 and held it in 3 quarters.
  • Aquila Investment Management's Unum position peaked at $1.03M in Q3 2023.
  • 571 funds tracked by Wall St. Rank held Unum as of Q4 2023.

Based on Aquila Investment Management's 13F filing for Q4 2023, filed 29 Jan 2024.